CSWM

Cassady Schiller Wealth Management Portfolio holdings

AUM $273M
1-Year Est. Return 17.9%
This Quarter Est. Return
1 Year Est. Return
+17.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1 +$2.34M
2 +$1.3M
3 +$1.29M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$942K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$632K

Sector Composition

1 Consumer Staples 10.21%
2 Financials 6.81%
3 Industrials 5.27%
4 Technology 4.81%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$25.2K 0.02%
+1,065
252
$25.1K 0.02%
+158
253
$24.1K 0.01%
+410
254
$23.9K 0.01%
+318
255
$23.8K 0.01%
+1,295
256
$23.6K 0.01%
+478
257
$23.5K 0.01%
+1,000
258
$23.4K 0.01%
+500
259
$23.2K 0.01%
+700
260
$23K 0.01%
+1,045
261
$22.3K 0.01%
+442
262
$22.1K 0.01%
+89
263
$21.1K 0.01%
+200
264
$21K 0.01%
+300
265
$20.9K 0.01%
+500
266
$19.8K 0.01%
+800
267
$19.8K 0.01%
+850
268
$19.8K 0.01%
+400
269
$19.6K 0.01%
+200
270
$19.4K 0.01%
+100
271
$18.9K 0.01%
+225
272
$18.7K 0.01%
+525
273
$18.6K 0.01%
+739
274
$18.3K 0.01%
+265
275
$18.1K 0.01%
+235